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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
651
AMG National Trust Bank
Colorado
$881K -$29.1K -511 -3%
EL
652
Essex LLC
Illinois
$875K -$14.8K -259 -2%
HLOC
653
H.L. Ormond & Company
North Carolina
$875K +$816K +14,320 New
EM
654
Excalibur Management
Massachusetts
$864K +$51.5K +904 +6%
BRWM
655
B. Riley Wealth Management
Tennessee
$864K +$234K +4,096 +37%
Vanguard Personalized Indexing Management
656
Vanguard Personalized Indexing Management
California
$862K -$67.6K -1,185 -7%
SC
657
Sawyer & Company
Massachusetts
$862K -$2.79K -49 -0.3%
RPCONE
658
Retirement Planning Company of New England
Rhode Island
$859K +$864K +15,158 New
PT
659
Plimoth Trust
Massachusetts
$858K +$8.49K +149 +1%
MMHP
660
Murphy Middleton Hinkle & Parker
Georgia
$856K -$7.98K -140 -0.9%
CFG
661
Citizens Financial Group
Rhode Island
$853K +$122K +2,140 +17%
PAWC
662
P.A.W. Capital
Connecticut
$851K +$114K +2,000 +15%
LIM
663
Longfellow Investment Management
Massachusetts
$850K +$223K +3,910 +35%
CM
664
Caption Management
Oklahoma
$849K -$3.99M -70,000 -82%
AUB
665
Atlantic Union Bankshares
Virginia
$847K -$162K -2,840 -16%
AP
666
Advisor Partners
California
$842K -$83.6K -1,466 -9%
EFS
667
Econ Financial Services
Pennsylvania
$842K +$846K +14,837 New
SWM
668
Spire Wealth Management
Virginia
$840K +$117K +2,048 +16%
FAB
669
First American Bank
Illinois
$834K
DF
670
Donoghue Forlines
Massachusetts
$826K +$831K +14,570 New
SP
671
Symmetry Partners
Connecticut
$822K +$14.7K +257 +2%
FZCM
672
Flynn Zito Capital Management
New York
$819K +$825K +14,461 New
HAM
673
Hedges Asset Management
Nevada
$817K +$821K +14,400 New
CK
674
Cohen Klingenstein
New York
$816K -$58.8K -1,032 -7%
SAM
675
Silvercrest Asset Management
New York
$814K -$126K -2,213 -13%